DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•••••••• C•••• W••••••• Y••••

D•••••••• F•••••••• P•••••••state registeredEdgewater, MdIA-onlyIAPD 7231333

Certified Financial Planner

Feed of 09/14/2026

Also filed as Elizabeth Wolleben Yoder

At current firm

1 y

since Oct 16, 2024

In the industry

10 y

since Jul 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D•••••••• F•••••••• P••••••• state registered current
since Oct 16, 2024 · Edgewater, Md
H••••••• W••••• P•••••••• L•• ind•••••••• wealth
Jan 6, 2023 to Oct 9, 2024 · Edgewater, Md
P•••••• A•••••• G••••• L•• BD affiliated
Feb 12, 2021 to Dec 21, 2022 · Morristown, Nj
B•• P•••• W••••• former
Feb 21, 2020 to Feb 12, 2021 · Annapolis, Md

Moves

a registration end followed by a registration begin elsewhere

H••••••• W••••• P•••••••• L•• to D•••••••• F•••••••• P•••••••
left Oct 9, 2024, registered Oct 16, 2024 (7 days) · RIA to a state-registered adviser
P•••••• A•••••• G••••• L•• to H••••••• W••••• P•••••••• L••
left Dec 21, 2022, registered Jan 6, 2023 (16 days) · Affiliated broker-dealer or bank to independent RIA
B•• P•••• W••••• to P•••••• A•••••• G••••• L••
left Feb 12, 2021, registered Feb 12, 2021 (0 days) · RIA to affiliated broker-dealer or bank

Signals

E•••••••• C•••• W••••••• Y•••• left H••••••• W••••• P•••••••• L•• for D•••••••• F•••••••• P••••••• (registered 2024-10-16)
Oct 9, 2024 · a•••••• firm change · fact
E•••••••• C•••• W••••••• Y•••• left P•••••• A•••••• G••••• L•• for H••••••• W••••• P•••••••• L•• (registered 2023-01-06)
Dec 21, 2022 · a•••••• firm change · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address